See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,473 | $58,694+37.1% | $142,863-43.7% | $85,850-6.3% |
| Participation rate | 35.1% | 58.5%-23.4pp | 71.9%-36.9pp | 69.3%-34.2pp |
| Annual return | 12.48% | 27.72%-15.2pp | 5637.54%-5625.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,139 | $2,607-56.3% | $3,837-70.3% | $3,952-71.2% |
| Admin fee / account holder | $1,139 | $4,239-73.1% | $6,560-82.6% | $6,260-81.8% |